See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,391 | $89,355+59.4% | $141,162+0.9% | $72,985+95.1% |
| Participation rate | 82.3% | 75.1%+7.2pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 21.40% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,936 | $3,114-37.8% | $4,735-59.1% | $2,440-20.7% |
| Participant deferral / active EE | $6,519 | $5,418+20.3% | $6,709-2.8% | $3,607+80.7% |
| Admin fee / account holder | $10,697 | $5,958+79.5% | $10,261+4.2% | $5,124+108.7% |